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Focused investors/Lindsell Train

Lindsell Train

As of Q2 2026, Lindsell Train reported 28 long-equity positions worth $2.63B in aggregate.

Copy-investor backtest

Latest quarter
+1.95%
1-year
+0.82%
3-year
+20.66%
5-year
+6.66%
3-year vs S&P 500
-47.79%
5-year vs S&P 500
-62.61%
5-year top 5
+24.96%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 9 rows. Rows without a quote are marked unavailable.

1KFTKRAFT FOODS INC CL A31.35%Reduce -3.9%1,951,719$60.23MNo quoteNo quote
2DPSDR PEPPER SNAPPLE GROUP INC COM23.20%-1,254,653$44.57MNo quoteNo quote
3EBAYEBAY INC COM16.38%Add +1.5%1,289,463$31.46M$24.40No quote
4INTUINTUIT INC COM13.26%-581,583$25.48M$43.81No quote
5BF/ABROWN FORMAN CORP CL ACUSIP 1156371007.04%-219,679$13.52MNo quoteNo quote
6DISDISNEY WALT CO COM DISNEY6.86%-398,209$13.18M$33.10No quote
7HSYHERSHEY CO COM1.41%-56,750$2.7M$47.59No quote
8WWEWORLD WRESTLING ENTMT INC CL A0.31%-42,500$591KNo quoteNo quote
9DNBDUN & BRADSTREET CORP COM0.20%-5,125$380KNo quoteNo quote